See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,648 | $86,929-34.8% | $102,423-44.7% | $80,856-29.9% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 11.52% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,292 | $2,369+39.0% | $3,023+8.9% | $2,755+19.5% |
| Participant deferral / active EE | $5,970 | $4,118+45.0% | $5,053+18.1% | $4,296+39.0% |
| Admin fee / account holder | $7,236 | $8,049-10.1% | $9,451-23.4% | $6,918+4.6% |